Use this template in creating a comprehensive step-by-step action plan while implementing the PDCA (Plan-Do-Check-Act) method. This PDCA template contains a general set of details applicable across industries and can be used in different sectors. Use this template in SafetyCulture (iAuditor) to easily:
The PDCA or Plan-Do-Check-Act is a four-step cyclical method used to streamline business processes and continuously improve product and service quality. Through a continuous application, PDCA cycle aims to observe how processes work, recognize rooms for improvement, identify which methods work best in addressing problems, and verify the effectiveness of implemented solutions.
The PDCA method is used when teams are developing any new products, starting a new project, implementing any change, or when continuous improvement is generally sought. It is also utilized to avoid repeating previous mistakes and errors in operations.
The step-by-step approach of PDCA also offers time-saving opportunities by proactively catching ineffective solutions before implementing them on a larger scale. Furthermore, the PDCA cycle is versatile and can be applied across multiple industries and various sectors.
The stages of the PDCA cycle consist of four steps and are implemented repeatedly for Continuous Process Improvement (CPI). It can be modified based on the result of each cycle and maximized to its full potential with each use. Let’s look at each step individually.
This initial stage identifies the problem, spots inefficiencies in the process, and establishes the goals and objectives of the plan. It contains existing data such as standard, methods, and procedures currently used.
It should also clearly state the schedule to follow and present possible solutions to the problems identified, or alternatives to improve the current process. The completion of this stage should feature the main framework or the action plan to perform, including the steps and the individuals involved.
This is the execution stage—perform the steps defined on the first part and test possible solutions—but on a smaller scale. The goal at this stage is to recognize which of the alternatives work best for the project before fully implementing it.
Observe the accomplished results and compare them with the predicted outcome according to the action plan.
This stage evaluates the initial test done with the goal of identifying its effectiveness. Monitor the result using the measures indicated and assess if there’s room for improvement or if it works according to its purpose.
If adjustments are needed, go back to the first stage—Plan—and repeat until a comprehensive solution is reached. If it’s considered a success, proceed to the next step.
On a larger scale, this stage implements the best solution identified to tackle the problem initially identified. Document and measure the results obtained, and validate the problem-solving process for its effectiveness.
Note that the PDCA method is a cycle and it is best used incrementally if a continuous improvement is sought. Use the action plan as a standardized baseline, evaluate if there are further opportunities for improvement, and modify after each cycle to make it even more efficient.
Similar to the approach of the Japanese business philosophy Kaizen, the PDCA cycle aims for continuous improvement. It is used by organizations to enhance current processes and execute operations efficiently. Below are three common business processes that use the PDCA approach to improve performance:
A PDCA template is a tool that organizations use in implementing the PDCA business approach. It serves as a guide in executing a plan and carrying out the changes initially identified.
According to the set goals and objectives, templates offer a comprehensive overview of the plan from start to finish, and help in spotting inefficiencies that need to be addressed.
The various templates used for this approach depend on the industry and specific needs of the business. Through a comprehensive PDCA Template, companies can easily monitor the progress of the plan and proactively execute any changes needed to improve business performance.
To provide you with a clearer picture of how PDCA can be used to improve your operations, here’s an example:
Scenario: Let’s say you work as a manager at a manufacturing company, and you’ve noticed that the production process for a particular product is inefficient, leading to high defect rates and increased costs.
Further, click these links if you want to see a PDCA example in the format of a PDF or digital report.
When writing a PDCA report, make sure to include all the basic information of the project, as well as the data you’ve collected throughout the PDCA cycle. With this report, also document the following:
PDCA is a problem-solving and continuous improvement methodology used in various quality management approaches, including both Lean and Six Sigma. It is not exclusive to either Lean or Six Sigma but is commonly employed in both methodologies.
PDCA is a general problem-solving and continuous improvement methodology that can be applied broadly to various processes and situations. On the other hand, DMAIC or Define-Measure-Analyze-Improve-Control is a specific methodology within the Six Sigma framework, primarily used to improve processes with a focus on reducing defects and achieving a specific quality standard.
The PDCA cycle involves a lot of data, changes, and updates per project. It should be streamlined for an easier review of the people involved and should also serve its documentation purpose by storing all relevant information for easy access. SafetyCulture (formerly iAuditor) is a digital platform that industry leaders can use in monitoring PDCA cycles across industries and it offers the following features:
This template is based on the “Plan-Do-Check-Act” cycle. Use this template to establish OH&S objectives by identifying hazards and determining legal requirements, among others. Create implementation plans to achieve continuous improvement in your OH&S management system.
Jaydee Reyes is a content writer and researcher for SafetyCulture. Her six-year experience in the field of data research and media monitoring adds expertise and quality to her work. She is also a champion of leveraging technology to promote a culture of safety in workplaces around the world. As a content specialist, she aims to help companies adapt to digital changes through interesting and informational articles.
This template is based on the “Plan-Do-Check-Act” cycle. Use this template to establish OH&S objectives by identifying hazards and determining legal requirements, among others. Create implementation plans to achieve continuous improvement in your OH&S management system.
